TFA

Teamwork Financial Advisors Portfolio holdings

AUM $918M
1-Year Est. Return 32.43%
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$649K 0.13%
2,684
+639
127
$641K 0.13%
10,594
-4
128
$639K 0.13%
9,992
+1,543
129
$638K 0.13%
3,682
-739
130
$636K 0.13%
12,491
-1,720
131
$620K 0.13%
2,793
-298
132
$619K 0.13%
4,608
-2,145
133
$604K 0.12%
7,433
+1,235
134
$595K 0.12%
15,419
+315
135
$588K 0.12%
12,134
+1,295
136
$587K 0.12%
6,647
+54
137
$583K 0.12%
6,262
+1,011
138
$580K 0.12%
22,276
-4,740
139
$571K 0.12%
6,903
-11,940
140
$570K 0.12%
9,048
-68
141
$569K 0.12%
+12,099
142
$565K 0.12%
10,355
+1,801
143
$554K 0.11%
5,991
+1,955
144
$553K 0.11%
16,799
-6,427
145
$550K 0.11%
11,503
-618
146
$536K 0.11%
2,364
-504
147
$535K 0.11%
10,626
-651
148
$526K 0.11%
9,207
+30
149
$525K 0.11%
1,517
-1,791
150
$508K 0.1%
16,807
+3,575
4 5
6
7 8